Indian equities enter 2026 on a mature footing, shifting from liquidity-driven gains to an earnings-focused environment. Investors must prioritize stock-specific conviction and balance-sheet strength as broad market exposure yields to selective, bottom-up stock picking. Key sectors like financials, capital goods, and select exporters are poised for growth.Read More
India’s ₹79,000 crore defence procurement approval will strengthen long-term order visibility for defence firms, says Elara Securities’ Harshit Kapadia. While near-term execution may be limited, major beneficiaries include Bharat Electronics, Bharat Dynamics and Solar Industries. The move boosts indigenisation, MSME participation and private-sector integration, with larger order inflows expected from FY28 onward.Read More
Indian equity markets are poised for a strong 2026. Experts anticipate an earnings-upgrade cycle, which will support market uptrends. Consumer discretionary and financial sectors are expected to lead. Precious metals will serve as a strategic asset. The rupee’s volatility is expected to be managed. Flexibility in portfolio construction is key for investors.Read More
Motilal Oswal has turned bullish on select defence stocks after the Defence Acquisition Council approved capital proposals worth Rs 79,000 crore. The brokerage sees Bharat Electronics, Hindustan Aeronautics, Bharat Dynamics and Astra Microwave Products benefiting from a strong defence procurement pipeline over the medium term.Read More
Japan’s Nikkei index saw a slight dip on Tuesday, with tech stocks leading the decline. Despite this, the Nikkei is on track for a significant annual gain, its third consecutive. SoftBank’s acquisition news and a broader tech pullback from Wall Street contributed to the day’s movements, though analysts suggest end-of-year adjustments are a key factor.Read More
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